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0:15:03

Life after regulation in Australia

Ross Vanderwolf, CFP 0.0

Following 20 years of regulation, the financial services profession has experienced significant change. For Vanderwolf and other producers willing to keep looking forward, success is still possible. Vanderwolf details some of the changes he has experienced and how he has adapted and rebuilt his business.

0:02:43

How to get through tough times: MDRT Past President series

Jack B. Turner, CLU, ChFC 5.0

Thrive despite difficulties. Advice on how to conquer adversity, from 1983 MDRT President Jack Turner.

0:13:01

Life after regulation in the UK

Ian Green, Dip PFS 0.0

In the U.K., commission disclosure in the 1990s was just the start of two decades of profession-changing regulation. Green shares how his career has changed, and a positive perspective about what he's gained.

0:18:20

It’s not about the money

Mary Fenwick 0.0

After her husband’s unexpected death, Mary Fenwick found that money was tied up with too much emotion. That was when her agent stepped up to help her and her family. Fenwick will share her story to illustrate why the role of an agent is not just about the transaction of selling a product, it’s about building a relationship over time. Selling a life insurance policy is one thing, but helping sort out the mess when there’s been an unexpected death is what is truly important. Fenwick is an advice columnist for Psychologies magazine, and she draws on her own experiences to help people acquire the skills needed to build enduring and genuine relationships.

0:33:10

A tale of 2 brains

Mark Gungor 0.0

After years of conducting seminars and working with couples, Gungor has diagnosed the underlying cause of much discord: distinct brain characteristics. Listen, laugh and learn about how male and female brains work and how these differences often lead to misunderstandings.

0:15:54

Standing out from the crowd

Chris Leach, Dip PFS 0.0

Leach gives tips for how you should stand out from other financial advisors

0:59:13

The skill of self-confidence

Dr. Ivan Joseph 0.0

No matter what the task, it takes self-confidence to get things done. Dr. Joseph presents self-confidence strategies that apply in business and life. Using visualization and other exercises, he helps people determine the current level of their self-confidence. His fascinating presentation covers how to develop self-confidence and interpret failure.

0:15:37

The inspirational tipping point

Simon Reilly 0.0

Reilly asks members what some of their biggest concerns are and encourages them to believe in themselves.

0:23:32

Grow your practice through service

David M. Ethell, LUTCF 0.0

We all know we need to see the people and that referrals are the best source of prospects. However, how do we track them and manage our client base? Effective management of this important information is just as important as prospecting. Learn how to manage your client relationships with your smartphone. Most agents spend 90 percent of their time finding new clients. Learn how to manage your existing clients through relationships and service.

Ethics are the foundation for a successful business

MDRT 0.0

Best ethics practices equal success. Learn what how other MDRT members maintain ethical practices.

Active or passive? Both are irrelevant if they fail the investor

John E. Coyne III; Alex Potts; moderator: Craig L. Israelsen, Ph.D. 0.0

The portfolio losses that occurred during the Great Recession made it clear risk management practices were inadequate. Investors have become increasingly interested in outcomes and are beginning to drive a change in the conversation with advisors toward goals-based investing. A major question advisors face when building an investment strategy is, “Should I use passively or actively managed strategies?” If an advisor is going to adequately meet the changing needs of investors, they must be skilled in both asset allocation and manager selection — whether they fill the portfolio with passively or actively managed strategies. Learn ways to align your approach with an investor’s needs to remain focused on a goals-based or outcomes-oriented investment discussions.

You're a member — now what?

Liz DeCarlo 0.0

MDRT can help you better your bottom line and connect with advisors worldwide.

0:14:14

Life insurance is free with recovered lost opportunity cost

Thomas W. Young, CLU, ChFC 5.0

Young discusses how he wants to create more wealth for his clients so that they can make more efficient decisions.

0:07:42

Plug in

James Douglas Pittman, CLU, CFP 0.0

MDRT Executive Committee Nominee James Pittman shares his experience spanning four decades in the profession.

0:06:19

Little things make the difference

Marc A. Silverman, CFP, ChFC 0.0

The home team has the advantage — that's the reason Marc Silverman hosts client meetings in his office. He describes the special touches in his office and client appreciation events. Presented at the 2016 Annual Meeting.

0:01:23

Is there anything I can worry about for you? One minute inside a high-performing office

Alain Quennec, CFP, CIM 5.0

What do clients ultimately want? The way Top of the Table qualifier Alain Quennec closes his client meetings makes a difference.